SMSFundamentals

SMSFundamentals is an ongoing feature series dedicated to providing SMSF trustees with valuable news, investment ideas and services, in line with SMSF requirements and obligations. Apart from specific SMSF-oriented insights and articles that can assist SMSF investment strategy, this section also includes practical tips and insights from registered experts.

Latest Stories

SMSFundamentals is an ongoing feature series dedicated to providing SMSF trustees with valuable news, investment ideas and services, in line…

Nov 24 2021

Many an investment portfolio suffers from a lack of structure and/or a well-thought out strategy. The FNArena Editor shares his own insights via the experience with the All-Weather Model Portfolio

Nov 03 2021


The month of September was the weakest for equities this year, but that did not stop investors piling into ETFs both domestic and international, equity and fixed income.

Oct 14 2021

Martin Currie Australia argues that a focus on equity-based investment solutions that solve a client’s income needs is more important than ever in a post covid world

Jul 20 2021


Previous Stories

SMSFundamentals: Pandemic Widens Super Gap

Apr 28 2021

Women and young workers are being encouraged to focus on rebuilding their super after early release super payments throughout the covid-19 pandemic have widened the gender super gap


SMSFundamentals: What’s The Minimum Required To Run Your SMSF?

Nov 26 2020

SMSFundamentals is an ongoing feature series dedicated to providing SMSF trustees with valuable news, investment ideas and services, in line…


SMSFundamentals: Diversified ETFs Continue to Surge

Sep 16 2020

Australian exchange traded funds posted a record in August as the product of choice for investors wishing to capture exposure to a more flexible investment product.


SMSFundamentals: Opportunity Knocks At Corporate Bond Door

Jul 15 2020

As low interest rates have underpinned borrowing, corporate debt issuance has surged and, Janus Henderson Investors highlights, these instruments can provide more certain returns compared with shares


SMSFundamentals: Australians Largely Uninformed About Their Super

Jun 23 2020

Australian super accounts have taken massive hits throughout the coronavirus pandemic highlighting the lack of knowledge the average Australian has about how their super fund works.


SMSFundamentals: Aussie ETFs Have $100bn In Sight

Jun 01 2020

Market volatility has sparked a surge in ETF interest from investors as traditional funds managers suffer outflows.


SMSFundamentals: ETFs Trending Higher

Feb 12 2020

Exchange traded funds are becoming more popular as investors seek alternatives in a low-yield world.


SMSFundamentals: 2019 Record Year For ETFs

Jan 16 2020

Investors are increasingly using Exchange Traded Funds to build diverse portfolios across asset classes and the industry had a big year in 2019.


SMSFundamentals: ETFs Attract The Young And The Restless

Dec 16 2019

Recent data show an increasing interest in exchange-traded fund investment from millennials, while defensive ETFs have risen in popularity, along with international offerings.


SMSFundamentals: ETF Flight To Safety

Nov 18 2019

October saw strong demand for Australian fixed income ETFs, while in the US, investment in passive equity ETFs has outstripped that in active ETFs for the first time.